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Capability
Feature
Deployment Approach
Accounts
Accounts Available 7.4+ Accounts provide administrators with a way to organize and manage users for various commerce or business needs. Unlike organizations or user groups, accounts help...
Published Date: May 9, 2024 6:59 PM
Account Groups
Account Groups Available 7.4+ Use Account Groups to group Accounts together based on need. For example, group accounts by geography (Americas, Asia Pacific, Europe, etc.). Creating an Account...
Published Date: May 9, 2024 6:59 PM
Account Management Widget
Account Management Widget Available 7.4+ The Account Management widget makes it easy to manage and access account information. Deploy the widget to any Page. This is a useful way to provide access...
Published Date: May 9, 2024 6:59 PM
Account Addresses
Account Addresses Available 7.4+ Account addresses are the billing or shipping addresses associated with a Business account or a Person account. Adding an Account Address Open the Global Menu...
Published Date: May 9, 2024 6:59 PM
Account Roles
Account Roles Available 7.4+ You can create different Account Roles and define specific permissions for each one. Then assign these Roles to different Account Users to grant appropriate access to...
Published Date: May 9, 2024 6:59 PM
Account Users
Account Users For Liferay 7.4 U55+/GA55+ Once you've created an account, you can associate existing users with it manually. Alternatively, you can create and associate users with an account...
Published Date: May 9, 2024 6:59 PM
Channel Defaults Permissions Reference
Channel Defaults Permissions Reference Liferay DXP 7.4 U75+/GA75+ Setting channel defaults for an account ensures that addresses, shipping options, terms and conditions, and payment methods are...
Published Date: May 9, 2024 6:59 PM
Setting Channel Defaults
Setting Channel Defaults Liferay 7.4 U49+/GA49+ Users with the necessary account management permissions can set channel defaults for business accounts. Open the Global Menu ( Global Menu ) and...
Published Date: May 9, 2024 6:59 PM
Contacts
Contacts Liferay DXP 2024.Q2+/Portal 7.4 GA120+ Using the new Contact tab on an account, you can add contact details related to the account: Addresses Phone Numbers Email Addresses Websites ...
Published Date: May 9, 2024 6:59 PM
Channel Defaults
Channel Defaults Available Liferay 7.4 U49+/GA49+ After creating a business account, you can set channel defaults for it. This can improve customer experience by reducing the time it takes to...
Published Date: May 9, 2024 6:59 PM
Using Workflow with Accounts
Using Workflow with Accounts Liferay 7.4 U49+/GA49+ Accounts are fully integrated with Liferay's workflow engine so you can enable an approval process for account creation. To enable a workflow...
Published Date: May 9, 2024 6:59 PM
Connecting to an LDAP Directory
Connecting to an LDAP Directory Lightweight Directory Access Protocol (LDAP) servers are common user stores for Liferay DXP. You can configure LDAP at the system scope in System Settings or at the...
Published Date: May 9, 2024 6:59 PM
Organizations API Basics
Organizations API Basics You can Create and Manage Organizations from the Application menu, but you can also use Liferay's REST APIs. Call these services to manage organizations. Adding an...
Published Date: May 9, 2024 6:59 PM
Postal Address API Basics
Postal Address API Basics Liferay DXP/Portal 7.4+ Use Liferay's REST APIs to manage postal addresses. Add Postal Address to Account Then, follow these steps: Download and unzip Postal Address...
Published Date: May 9, 2024 6:59 PM
Connecting to a User Directory
Connecting to a User Directory LDAP (Lightweight Directory Access Protocol) is a common user store for Liferay DXP. You can import user information from an LDAP server into Liferay or export...
Published Date: May 9, 2024 6:59 PM
Configuring User Import and Export
Configuring User Import and Export The import/export settings configure mappings between LDAP and Liferay to match users between the two systems. Finding Users in Your LDAP Directory...
Published Date: May 9, 2024 6:59 PM
LDAP Configuration Reference
LDAP Configuration Reference To access LDAP configuration settings, open the Global Menu (Applications Menu icon) and navigate to Control Panel → Configuration → Instance Settings → Security →...
Published Date: May 9, 2024 6:59 PM
Developer Guide
Developer Guide Adding the UAD Framework Accounts API Basics Account Users and Roles APIs User Account API Basics Organizations API Basics Roles API Basics User Groups API Basics Countries...
Published Date: May 9, 2024 6:59 PM
Account Users and Roles APIs
Account Users and Roles APIs You can manage Account Users and Account Roles from the Applications menu, but you can also use Liferay's REST APIs. Call these services to create and manage account...
Published Date: May 9, 2024 6:59 PM
Accounts API Basics
Accounts API Basics Liferay DXP/Portal 7.4+ You can manage Accounts from the Applications menu, but you can also use Liferay's REST APIs. Call these services to create and manage accounts. Adding...
Published Date: May 9, 2024 6:59 PM

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